Trust Officer, Pennsylvania Licensed

Job Summary

A company is looking for a Trust Officer & New Business Implementation, Alternative Collective Investment Trusts (REMOTE).

Key Responsibilities

• Act as the primary point of contact and subject matter expert for investment manager clients
• Assist clients with executing Collective Investment Trust-related projects, focusing on alternative assets
• Establish project plans and coordinate the legal establishment and operational setup of a CIT

Required Qualifications

• BS/BA degree in business, finance, or related field, or equivalent education and work experience
• Minimum 8 years of experience in Financial Services, Employee Benefits, Investments, or Trust Administration
• Knowledge of alternative investment products is desired
• Project management experience is preferred
• Knowledge of collective investment trusts or pooled investment vehicles is preferred